FIKHX vs. VUG
Compare and contrast key facts about Fidelity Advisor Technology Fund Class Z (FIKHX) and Vanguard Growth ETF (VUG).
FIKHX is managed by Fidelity. It was launched on Oct 2, 2018. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKHX or VUG.
Performance
FIKHX vs. VUG - Performance Comparison
Returns By Period
In the year-to-date period, FIKHX achieves a 31.06% return, which is significantly higher than VUG's 28.45% return.
FIKHX
31.06%
0.23%
13.43%
34.59%
17.59%
N/A
VUG
28.45%
2.21%
13.73%
35.45%
18.64%
15.45%
Key characteristics
| FIKHX | VUG | |
|---|---|---|
| Sharpe Ratio | 1.48 | 2.14 |
| Sortino Ratio | 2.00 | 2.80 |
| Omega Ratio | 1.26 | 1.39 |
| Calmar Ratio | 1.79 | 2.78 |
| Martin Ratio | 6.96 | 10.98 |
| Ulcer Index | 4.93% | 3.28% |
| Daily Std Dev | 23.26% | 16.84% |
| Max Drawdown | -46.63% | -50.68% |
| Current Drawdown | -3.23% | -2.68% |
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FIKHX vs. VUG - Expense Ratio Comparison
FIKHX has a 0.59% expense ratio, which is higher than VUG's 0.04% expense ratio.
Correlation
The correlation between FIKHX and VUG is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
FIKHX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class Z (FIKHX) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FIKHX vs. VUG - Dividend Comparison
FIKHX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.49%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKHX Fidelity Advisor Technology Fund Class Z | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.49% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
FIKHX vs. VUG - Drawdown Comparison
The maximum FIKHX drawdown since its inception was -46.63%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FIKHX and VUG. For additional features, visit the drawdowns tool.
Volatility
FIKHX vs. VUG - Volatility Comparison
Fidelity Advisor Technology Fund Class Z (FIKHX) has a higher volatility of 6.45% compared to Vanguard Growth ETF (VUG) at 5.49%. This indicates that FIKHX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.